Bloomberg Technology
How Demand for AI Compute Is Just Scratching the Surface
Anthropic’s latest compute deal with AMD is another sign that the AI infrastructure race is accelerating. Franklin Equity’s Sara Araghi joins Bloomberg to discuss why demand for AI compute is still outpacing supply and why she believes concerns over AI have become overstated. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe…
Bloomberg Technology
Power On: How Private Is an Always-Listening Apple Watch?
Apple is bringing some its most ambitious AI capabilities to its products. As AI becomes increasingly woven into daily life, questions over privacy are likely to follow. On this episode of the Power On podcast, Mark Gurman and Vlad Savov discuss privacy implications of new always-listening Apple Watch features. ——– Like this video? Subscribe to…
Bloomberg Technology
AI Policy Moves From Washington to the States
AI emerged as a major issue in the midterm elections, but what that means for policy — and the massive data center buildout — remains uncertain. Atlantic Council senior fellow and former Federal Reserve System Chief Innovation Officer Sunayna Tuteja discusses why states could play an increasingly important role in data center policy, and argues…
Bloomberg Technology
Tech Stocks Rebound as Dip Buyers Return to AI Trade
Bloomberg’s Tim Stenovec takes a look at what’s driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic’s IPO plans are hit by the post-election selloff, prompting prospective investors to rethink the company’s expected valuation; and the CEOs of Lyft and DraftKings join to break down…
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@dwiss2556
July 22, 2026 at 3:55 pm
All those players have kept these cross agreements about compute in the future in ways that is pretty much like Exxon once was hiding their bad assets. Almost 2 trillion, not some small change or millions. That is a T right there and it is debt kept all off the books.
@mMorPG13
July 22, 2026 at 4:49 pm
hyperscalers invests on openai/anthropic , openai/anthropic buys compute from hyperscalers , FAKE ROI
@qwertyzxaszc6323
July 22, 2026 at 5:35 pm
Two diffrent things. hyupesrscalers have the actual demand and the chips to make it happen. AMD and Nvidia should be scared becasue they don’t. And because they are cooked as hyperscalers are NEVER going back to Nvidia or AMD solutions.. AMD partners with Anthropic is the same as Nvidia and the NeoClouds. Companies who will have compute that is not viable going forward. Nvidia, Oracle and the Neoclouds are cooked.
@peterinfamilyguy
July 22, 2026 at 5:03 pm
What the actual hell is she even saying? He asked straightforward: “If it is going so well and there are returns, why do these companies need to raise capital from investors?” and she goes on about “ecosystem thriving matrix computational vectors”..?!?!?! What does this even mean?!?!?!?!
@EdR-y8x
July 22, 2026 at 5:35 pm
So the CEO pushing AI says we are overstating the AI fears…. hmmm. Who wants a data center in their back yard?
@qwertyzxaszc6323
July 22, 2026 at 5:39 pm
Hyupesrscalers have the actual demand, chips and their own Capex to make it happen. AMD and Nvidia should be scared becasue they don’t actually own the demand anymore. Hyperscalers are Never going back to Nvidia or AMD solutions. AMD partners with Anthropic is like Nvidia and the NeoClouds,; desperation. Companies who depend on gourmet compute are not viable going forward. Nvidia, Oracle and the Neoclouds are cooked.
@ssuwandi3240
July 22, 2026 at 7:39 pm
There are Agentic AI and Physical AI😅 Google will be the only uniquely gourmet Hyperscaler !😊
@tringuyen7519
July 22, 2026 at 7:52 pm
0:24 AMD’s Helios would help Anthropic a lot! 144 MI455X GPUs with 18 Epyc CPUs per rack would reduce AI agent token costs by 1000x & speed throughput with PCIe6.